Alphamin Resources Corp. · TSXV:AFM
Alphamin Resources — Investor Presentation (August 2021)
13 slides from Alphamin Resources's investor presentation, August 2021
Slide 1: Investor Presentation August 2021
TSXV: AFM AltX: APH Investor Presentation August 2021
Slide 2: Disclaimer
Disclaimer This Investor Presentation (the “Presentation") was prepared as a summary overview only of the current affairs of Alphamin Resources Corp. (”Alphamin" or the “Company") and was not prepared for the purpose of assisting prospective investors in making a decision to invest in Alphamin. Alph
Slide 3: Disclaimer
Disclaimer Forward-looking statements are necessarily based on estimates and assumptions that are inherently subject to known and unknown risks, uncertainties and other factors that may cause actual results, level of activity, performance or achievements to be materially different from those express
Slide 4: Disclaimer
Disclaimer USE OF NON-IFRS FINANCIAL PERFORMANCE MEASURES This Presentation refers to the following non-IFRS financial performance measures: Earnings before interest, taxes, depreciation and amortization (“EBITDA”) and All-In Sustaining Cost (“AISC”). These measures are not recognized under IFRS as
Slide 5: Corporate Overview
Corporate Overview Company Overview Market Statistics at 9 August 2021 ▪ Bisie tin mine located in the resource rich Democratic Republic of Congo (DRC) Share Price C$0,75 (Up 92% from end 2020) ▪ Lowest quartile cost producer (5) Market C$0,9bn (US$715m) Capitalization ▪ 4% of the world’s mined tin
Slide 6: Value Proposition
Value Proposition ▪ The forgotten critical mineral ▪ Everywhere in electronics and green energy – but nowhere to be seen Pure Tin Play ▪ Metal most impacted by new technology (2) ▪ US$30,000/t tin price required to incentivize additional supply in response to demand growth (1) Established high- ▪ Pr
Slide 7: Financial Performance and Balance Sheet
Financial Performance and Balance Sheet (2) Contained Tin AISC vs Tin Price (US$/t) 3,500.0 35,000 3,000.0 30,000 Current 2,500.0 25,000 Price 2,000.0 20,000 1,500.0 15,000 1,000.0 10,000 500.0 5,000 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Tin Produced Tin Sales AISC Tin Pric
Slide 8: Exploration – Life of mine and scalability potential
Exploration – Life of mine and scalability potential Alphamin’s 2021 Exploration Progress at 5 Logic Exploration Objectives August 2021 (1) 1 ✓ One of the world’s highest grade tin mines (2) 1. Mobilised 3x drill rigs to site in Mpama North Mine: July 2021 Open at depth – drilling ✓ Mineralisation o
Slide 9: Exploration – Current orebody and Mpama South
Exploration – Current orebody and Mpama South Objective 1: Mpama North Deeps Objective 2: Mpama South Maiden Resource Best grades from last drill line 16.0m @ 22.5% Sn Potential 2nd High Grade Orebody next to current Life of mine extension below 450m depth producing mine 9
Slide 10: Exploration – Searching for the next orebody in close proximity
Exploration – Searching for the next orebody in close proximity Objective 3: Discover a further Orebody in close proximity Mpama North / South Blueprint ✓ Where NE/SW structures cross cut the granite / meta-sediment contact, hydrothermal alteration and tin mineralisation occurs ✓ These show up as la
Slide 11: Tin – The forgotten critical mineral
Tin – The forgotten critical mineral Tin Market is Entering a Growth Period Supported by Applications in New Technologies Metals Most Impacted by New Tech (1) New Mine Supply required from Marginal Producers Based on the 2020 International Tin Association’s Full Cost projections to 2025, they believ
Slide 12: Tin – The forgotten critical mineral
Tin – The forgotten critical mineral LME Tin-Share Price History (12 months) ANNUAL MINED TIN (300kt) (1) Alphamin Other China 10% 4% 29% South America 18% 13% 26% Myanmar Indonesia ANNUAL REFINED TIN (340kt) (1) Other Thailand ▪ Lead for Tin in solder: Hazardous, step change in demand from 8% 2006
Slide 13: Thank You Q&A
Thank You Q&A Alphamin Resources Suite 1, Perrieri Office Suites C2-302, Level 3, Office Block C La Croisette, Grand Baie, 30517 Mauritius 13
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